{"id":18457,"date":"2021-09-28T18:47:56","date_gmt":"2021-09-28T16:47:56","guid":{"rendered":"http:\/\/starthostunlimiteddmffassi-ss.stackstaging.com\/etfworld.fr\/?p=18457"},"modified":"2021-09-29T15:05:26","modified_gmt":"2021-09-29T13:05:26","slug":"active-asset-allocation-democratise-lacces-aux-etf-dans-lassurance-vie","status":"publish","type":"post","link":"https:\/\/www.etfworld.com\/fr\/active-asset-allocation-democratise-lacces-aux-etf-dans-lassurance-vie\/","title":{"rendered":"Active Asset Allocation d\u00e9mocratise l\u2019acc\u00e8s aux ETF dans l\u2019assurance-vie"},"content":{"rendered":"

Active Asset Allocation lance le <\/span>premier module digital 100 % ETF \u00e0 destination des conseillers <\/span>en gestion de patrimoine et de leurs clients<\/span>. <\/span><\/p>\n

Inscrivez-vous pour recevoir les Newsletters gratuites de ETFWorld.fr<\/span><\/strong><\/a><\/p>\n

\n

Adina Grigoriu, Pr\u00e9sidente et Co-fondatrice d\u2019Active Asset Allocation<\/span><\/strong><\/p>\n

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Pour la premi\u00e8re fois, une FinTech, experte de l\u2019allocation d\u2019actifs et de la gestion des risques, s\u2019associe \u00e0 4 des plus <\/span>grands g\u00e9rants d\u2019ETF Europ\u00e9ens (Amundi, BlackRock, BNP Paribas Asset Management, et Invesco) pour proposer <\/span>aux conseillers en gestion de patrimoine des outils digitaux d\u2019aide \u00e0 la construction de portefeuilles 100 % ETF ainsi <\/span><\/strong>que des portefeuilles mod\u00e8les ETF.<\/strong> <\/span><\/p>\n

L\u2019utilisation des ETF dans une allocation permet d\u2019optimiser les co\u00fbts gr\u00e2ce \u00e0 leurs frais abordables, et de renforcer la <\/span>transparence aupr\u00e8s des clients finaux. Ces outils sont particuli\u00e8rement adapt\u00e9s aux CGP qui d\u00e9sirent accompagner <\/span>leurs clients de mani\u00e8re simple et efficace avec des solutions construites sur mesure autour de leurs projets <\/span>d’investissement, tout en ma\u00eetrisant le risque. <\/span><\/p>\n

Concr\u00e8tement, chaque CGP peut cr\u00e9er des portefeuilles int\u00e9gralement investis sur des ETF en acc\u00e9dant \u00e0 la <\/span>plateforme globale d\u2019investissement RAFA d\u00e9velopp\u00e9e par les \u00e9quipes d\u2019Active Asset Allocation. Il a ainsi acc\u00e8s \u00e0 <\/span>diff\u00e9rents outils de simulation en gestion libre et en gestion pilot\u00e9e (notamment \u00e0 horizon dans le cadre de PER) et <\/span>peut personnaliser son approche en fonction du profil de risque et des besoins de ses clients. <\/span>

L\u2019int\u00e9r\u00eat de ce nouveau service est de pouvoir accompagner les projets d\u2019investissement des \u00e9pargnants, notamment <\/span>au travers de l\u2019assurance-vie, avec un mod\u00e8le de construction de portefeuille sur mesure qui int\u00e8gre une s\u00e9lection <\/span>d\u2019ETF effectu\u00e9e par Active Asset Allocation dans les ETF propos\u00e9s par nos partenaires. <\/span><\/p>\n

Adina Grigoriu, Pr\u00e9sidente et Co-fondatrice d\u2019Active Asset Allocation <\/span>: <\/span><\/strong> \u00ab Les ETF, tr\u00e8s utilis\u00e9s dans <\/span>les portefeuilles institutionnels mais quasi inexistants dans les portefeuilles des particuliers en France, sont des <\/span>briques \u00e9l\u00e9mentaires indispensables dans une logique d’investissement de long terme, souvent r\u00e9alis\u00e9e au travers <\/span>d’une enveloppe assurance vie. Le partenariat avec ces 4 fournisseurs d’ETF leaders en Europe, a deux objectifs : <\/span>outiller les conseillers financiers qui souhaitent accompagner leurs clients avec des solutions sur mesure et leur <\/span>donner <\/span>les <\/span>moyens <\/span>d’\u00e9duquer <\/span>les <\/span>investisseurs <\/span>particuliers <\/span>aux <\/span>avantages <\/span>de <\/span>d\u00e9tenir <\/span>des <\/span>ETF <\/span>dans <\/span>leurs <\/span>portefeuilles. \u00bb<\/span><\/p>\n

Source : ETFWorld.fr<\/p>\n

 <\/p>\n

\n","protected":false},"excerpt":{"rendered":"

Active Asset Allocation lance le premier module digital 100 % ETF \u00e0 destination des conseillers en gestion de patrimoine et de leurs clients.<\/p>\n","protected":false},"author":4,"featured_media":18459,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"telegram_tosend":false,"telegram_tosend_message":"","telegram_tosend_target":0,"footnotes":"","_wpscp_schedule_draft_date":"","_wpscp_schedule_republish_date":"","_wpscppro_advance_schedule":false,"_wpscppro_advance_schedule_date":"","_wpscppro_dont_share_socialmedia":false,"_wpscppro_custom_social_share_image":0,"_facebook_share_type":"","_twitter_share_type":"","_linkedin_share_type":"","_pinterest_share_type":"","_linkedin_share_type_page":"","_instagram_share_type":"","_medium_share_type":"","_threads_share_type":"","_google_business_share_type":"","_selected_social_profile":[],"_wpsp_enable_custom_social_template":false,"_wpsp_social_scheduling":{"enabled":false,"datetime":null,"platforms":[],"status":"template_only","dateOption":"today","timeOption":"now","customDays":"","customHours":"","customDate":"","customTime":"","schedulingType":"absolute"},"_wpsp_active_default_template":true},"categories":[18],"tags":[300,80],"class_list":["post-18457","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-etf-france","tag-active-asset-allocation","tag-etf"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"_links":{"self":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts\/18457","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/comments?post=18457"}],"version-history":[{"count":3,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts\/18457\/revisions"}],"predecessor-version":[{"id":18461,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts\/18457\/revisions\/18461"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/media\/18459"}],"wp:attachment":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/media?parent=18457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/categories?post=18457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/tags?post=18457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}